Ericsson Updates Software Twice a Month, Can Your Software Supplier?

The Important Ericsson has been doing two code drops per month in new 5G networks It is a significant departure from a history of two drops per year New generations of technology are an opportunity to explore many other adjacent technologies, approaches, and cultures Call to Action Every software supplier to CSPs should examine if…

Cisco FY4Q19: Subscription Nears The End of The Beginning

The Important Cisco now classifies 70% of software revenue as subscription This includes a wide scope of licensing arrangements Cisco has struggled hard over many years and done well But this is just the beginning The future belongs to the networking company that transforms to ratable, subscription, services. This will maximize financial outcomes This will…

Cisco Highly Differentiated. Law of Large Numbers Still Looms

With the Cisco’s FY4Q earnings call scheduled for next week, August 14th, some quick back of the napkin analysis on Cisco’s progress through FY3Q, towards transforming its business model. Will follow up with more analysis after the earnings call. Please note, this analysis is based purely on data made public by Cisco and does not…

vNF not NFV

The Important Innovation creates defacto industry standards, industry standards do not create innovation. Cloud-native is state of the art. It is harder than monolithic software, it is harder than a static view of virtual machine-based architectures, but it is what the best of the best do. Only those telcos that go cloud-native are going to…

A Response To “What Went Wrong with NFV: The Operator View”

This post is a specific response to Tom Nolle’s recent blog: What Went Wrong with NFV: The Operator View. I provide a perspective on the points Tom raised, based on my experience leading business model strategy / transformation at a leading Networking supplier, Juniper Networks. Tom’s blog reflects the operator view as articulated by Tom,…

Serverless Network Functions (sNF)

The Important Extracting the most efficiency out of compute resources remains a key focus of IT Containers as applications or micro services are the current emerging focus to gain more efficiency than virtual machines In the long run, serverless will also receive more attention Serverless is a powerful paradigm, there are maturity gaps today, but…

SW licensing in the age of cloud: measurement and reporting

The Important In the age of cloud, agility, efficiency, and flexibility need to be the focus of operations Approaches to SW licensing that halt operations, cause manual intervention, or cause time consuming activities do not meet these goals There are multiple stakeholders involved in software licensing, complicating software licensing Quick and free subscription to the…

Business model: a large range of meanings from SKUs to value.

When people say they are doing “Business Model Transformation” they might mean anything from SKU-based financing to value chain reengineering. It is important to know which, especially for the company doing business model transformation.

Open Source Software is not a Business Model – You have to create that

The Important Open source software: is a development and/or software source code licensing model. does not dictate or describe how value is created, delivered, and captured by a business. Any business using open source code: may face the need to have a non-product model and/or a tiered licensing model must have clarity about who buyers…

Network as a Subscription – Opportunity to change the game

Information technology in general, and networking specifically, have benefited greatly from silicon economics for decades. Consistent gains in networking price/performance have been on the capital expense side / hardware procurement. Operations gains have not benefited as much, and are increasingly a barrier to productivity. ┬áNetwork managers can benefit from replacing large operational expenses, with smaller,…